Create purchase documents for subcontracting services (class form) [AX 2012]

Updated: January 23, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Production control > Periodic > Lean manufacturing > Subcontracting documents.

Use this form to create purchase documents for services that are purchased from subcontractors. Purchase documents are created for the jobs that are selected, based on the filter criteria that you define in the form. You can also configure batch jobs that create purchase documents for subcontracted jobs that occur during a defined period.

You can purchase subcontracted services if the following prerequisites are met:

Depending on how you configure this form, the purchase documents for subcontracted services can include the following:

  • Release orders are created for purchase agreements if services are valid during the defined period.

  • Receipt advices are created for the purchase orders that are released.

For more information about the business process for repetitive subcontracting, see Lean Manufacturing: Production Flows and Activities.

The following tables provide descriptions for the controls in this form.

Tab

Description

General

For more information, see Enter criteria on the General tab.

Batch

For more information, see Submit a batch processing job from a form.

Button

Description

Default

If you have entered or modified the values on the General tab, reset the fields to the default values. The values that you entered or modified are deleted.

Field

Description

Select jobs field group

Select the criteria that are used to filter kanban jobs. Purchase documents are created for the jobs that meet the criteria.

Production flow

Select a production flow.

Plan activity

Select an activity. If you have selected a production flow, only activities that are configured for the production flow are displayed in the lookup form.

From date

Select the starting date of the jobs. Jobs that have an expected or actual starting date that is the same as this date or after this date are selected.

To date

Select the ending date of the jobs. Jobs that have an expected or actual ending date that is the same as this date or before this date are selected.

Minimum job status

Select the minimum status of the jobs. Jobs that have this status or a higher status are selected.

Release purchase orders

Select this check box to create purchase orders for all jobs that meet the selection criteria that are defined.

Aggregate purchase lines by

If you have selected the Release purchase orders check box, select the method that is used to group jobs for purchase order lines from the following options:

  • None – Jobs are not grouped. A single purchase line is generated for each job and each service.

  • Day – Jobs are grouped by service and by date.

  • Month – Jobs are grouped by service and by month.

  • All – Jobs are grouped by service.

Receipt advices

Select this check box to create receipt advices for all jobs that meet the selection criteria that are defined.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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